Top 9 Executive/personal assistant finance Jobs in Wisconsin

Executive Assistant, Investor Relations and Market Strategy
Rockwell Automation —Milwaukee, WI
- Extended hours
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Travel reimbursement
- Health insurance
Executive/Personal Assistant
Gage Marine Corporation —Williams Bay, WI
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Ability to walk for extended periods
Quick Apply
6d
Administrative Assistant
Outreach Community Health Centers —Milwaukee, WI
- $55,982.80 - $64,144.65 a year
- Microsoft Excel
- Microsoft Outlook
- Mid-level
Quick Apply
General Manager
The Bartolotta Restaurants —Milwaukee, WI
- Weekends as needed
- Microsoft Excel
- Microsoft Outlook
- Sales
Quick Apply
Fractional CFO / Client Advisory Director
Berndt CPA LLC —Madison, WI
- Full-time
- Hybrid work
- 7 years
- CPA
- Finance
- Health insurance
- Dental insurance
Quick Apply
Controller and Client Advisory Manager
Berndt CPA LLC —Madison, WI
- Full-time
- Hybrid work
- CPA
- 5 years
- Finance
- Health insurance
- Dental insurance
Quick Apply
Bookkeeper and Operations Assistant
Nashotah House Theological Seminary —Nashotah, WI
- $20 - $24 an hour
- Part-time
- Background check
- Writing skills
- Mid-level
- Paid time off
Quick Apply

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Executive and Personal Assistant
Via Logic LLC —Columbus, OH
Via Logic LLC is an information technology partner supporting mission-driven work across DevSecOps, cloud engineering, cybersecurity, data science, and national…
$50,000 - $60,000 a year
Quick Apply
9h
Executive Assistant
The Christian and Missionary Alliance —Reynoldsburg, OH
Support the C&MA Operations and Finance Board Committee by planning and coordinating quarterly meetings, preparing board packets and presentation materials,…
$53,000 - $63,000 a year

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Executive Assistant, Investor Relations and Market Strategy

Rockwell Automation -
Milwaukee, WI

Apply Now

Job Details

Full-time

Benefits

Travel reimbursement
Caregiver leave
Health insurance
Dental insurance
401(k)
Paid time off
Parental leave
Vision insurance
Flexible schedule
Life insurance

Qualifications

Vendor relationship building
High school diploma or GED

Full Job Description

Rockwell Automation is a global technology leader focused on helping the world’s manufacturers be more productive, sustainable, and agile. With more than 28,000 employees who make the world better every day, we know we have something special. Behind our customers - amazing companies that help feed the world, provide life-saving medicine on a global scale, and focus on clean water and green mobility - our people are energized problem solvers that take pride in how the work we do changes the world for the better.

We welcome all makers, forward thinkers, and problem solvers who are looking for a place to do their best work. And if that’s you we would love to have you join us!

Job Description

The Administrative Assistant supports Investor Relations and Finance by ensuring smooth daily operations and promoting an organized, efficient work environment. In this onsite role, you'll serve as a trusted partner who helps the team stay connected, prepared, and focused by managing different administrative and operational activities. You'll work with Finance leaders, investors, and collaborate across departments. We offer variety, autonomy, and the opportunity to support high impact work within a dynamic Finance organization. You will report to our Vice President, Investor Relations and Market Strategy.

Your Responsibilities:

Administrative

Provide executive administrative support to the Vice President of Investor Relations and Market Strategy, ensuring smooth operations for the broader team.
Work with senior leadership, investors, analysts, customers, and partners in a high visibility environment.
Manage the investor relations calendar, balancing multiple competing requests and understanding important plans to guide scheduling decisions.
Support occasional extended work hours.
Coordinate domestic and international travel, including itinerary changes, and ensure all travel documents (passports, visas) remain current.
Prepare and submit and accurate expense reports.
Manage office supply inventory and orders.
Process invoices promptly and maintain vendor relationships for Investor Relations and Market Strategy and Treasury.
Maintain subscriptions and renewal tracking for the team.
Build relationships across finance and other departments.
Handle confidential information.
Balance changing priorities while anticipating upcoming needs and deadlines.
Maintain a positive, steady demeanor during periods of high demand or pressure.
Be the primary contact for all incoming and outgoing mail and packages.

Investor Relations Specific

Help with meeting and informational requests from sell-side analysts and buy-side investors.
Update data in CRM system about investors and our recent engagements.
Run investor reports in CRM system for upcoming meetings, conferences, roadshows, and ad hoc requests.
Organize logistics for quarterly earnings call with important partners and teams.
Help coordinate investor conferences, roadshows, onsite visits and meetings.
Help plan annual investor meeting during Automation Fair.
Review transcripts following webcasted events and submit necessary updates for final publishing.
Support presentation requests from internal departments.
Update HR organizational charts and Outlook distribution lists.
Update Facilities floor plan and coordinates evacuation rosters and training.

The Essentials - You Will Have:

High school diploma or equivalent

The Preferred - You Might Also Have:

Five or more years of relevant executive administrative experience.
Investor relations or finance background.
Experience with CRM software.
Experience with Concur expense and travel platform.
Proficient in Microsoft Outlook, Teams, OneNote, Word, PowerPoint and Excel.

What We Offer:

Health Insurance including Medical, Dental and Vision
401k
Paid Time off
Parental and Caregiver Leave
Flexible Work Schedule where you will work with your manager to enjoy a work schedule that can be flexible with your personal life.
To learn more about our benefits package, please visit at www. raquickfind.com .

At Rockwell Automation we are dedicated to building a diverse, inclusive and authentic workplace, so if you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyway. You may be just the right person for this or other roles.

This position is part of a job family. Experience will be the determining factor for position level and compensation.

We are an Equal Opportunity Employer including disability and veterans.

If you are an individual with a disability and you need assistance or a reasonable accommodation during the application process, please contact our services team at +1 (844) 404-7247.

Rockwell Automation’s hybrid policy aligns that employees are expected to work at a Rockwell location at least Mondays, Tuesdays, and Thursdays unless they have a business obligation out of the office.

Apply Now

Refine Your Search

executive/personal assistant finance jobs in wisconsin

Executive Assistant, Investor Relations and Market Strategy

Executive/Personal Assistant

Administrative Assistant

General Manager

Fractional CFO / Client Advisory Director

Controller and Client Advisory Manager

Bookkeeper and Operations Assistant

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